Planned around the people you serve
Three steps, planned around your programs and grant deadlines.
If it's in the table below, we already support it, including the county systems your programs report to. Your team is here for the people you serve, not for IT, so we coordinate the switch with your previous provider and your software vendors, and your staff stay focused on the mission.
01 · Baseline
See where you stand
Before anything changes, we review your setup and give you your Baseline Posture Score, a score out of 100 taken before we take over. You see where you stand, and exactly what we're taking on.
02 · Handoff
Seamless switch
We coordinate with your current provider and cut over when it's not disruptive. We schedule your handoff around the dates that you can't move.
03 · Ownership
We own it from here
Support, security, maintenance and planning are ours. Every quarter your Technology Posture Report arrives, and your Technology Adviser walks you through it: what changed, what it means for you, and what we recommend next.
The platforms your team relies on
Donor and fundraising
Bloomerang,Blackbaud Raiser's Edge NXT,DonorPerfect,Givebutter
Accounting and bookkeeping
QuickBooks Online,Sage Intacct
Finance
Blackbaud Financial Edge NXT
Behavioral health records
Exym,Welligent,Qualifacts Credible,Kipu,SimplePractice
Case management
Bonterra Apricot,CaseWorthy,Eccovia ClientTrack
Senior services
WellSky Aging and Disability,ServTracker
County and state systems
OC Health Care Agency IRIS,Orange County HMIS,DHCS PAVE
Volunteer and board
Volgistics,SignUpGenius,Boardable
Grants
Instrumentl,Candid,GrantHub
Everyday
Microsoft 365,Google Workspace,Mailchimp,Canva,DocuSign,Zoom,Adobe Acrobat